This Is The Chart That Has Apple Analysts Drooling About The iPhone 6

When it comes to Apple, you can forget the iWatch and forget the
Apple TV, and there's no need to worry about the iPad. There is
really only one thing that matters:
the iPhone.

The iPhone accounts for 60% of Apple's sales but about 99% of
what investors and analysts think about when it comes to Apple.
That's why they mostly shrugged last quarter when Apple delivered
horrible iPad sales numbers. The iPhone, which is what matters,
was stronger than expected.

Analysts think Apple has an opportunity to deliver boffo iPhone
sales this fall when it rolls out the iPhone 6. The new iPhone is
expected to come with a much larger screen, which will drive
people to upgrade their phones. And, as you can see in this
chart, iPhone owners — at least in the U.S. — are due for an
upgrade.

Morgan Stanley made this chart,
which shows that more than half of the U.S. iPhone owners on
Verizon are stuck with a 4 or 4S. Nearly half of AT&T owners
are in the same predicament. When the iPhone 6 hits, Morgan
Stanley, like many on Wall Street, expects a massive upgrade
cycle from all these people with tiny old iPhones.